Boyce & Associates Wealth Consulting, Inc.
- Regulatory AUM
- $245M
- Discretionary
- $245M
- Clients
- 268
- Avg AUM / client
- $913K
- Accounts
- 811
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 186 | $46.2M | 18.9% |
| High net worth individuals | 78 | $188M | 76.9% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 3 | $9.6M | 3.92% |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 1 | $593K | 0.24% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Charles Boyce | Managing Member & Chief Compliance Officer | CFA | Mar 2017 (9y) | 75% or more |
| Karl Van Reusen | Registered representative | CFP | May 2018 (8y) | |
| Lindsey Dale Sharpe | Registered representative | Aug 2018 (8y) | ||
| Jonathan Mathew Mcquade | Registered representative | CFP | Nov 2018 (8y) | |
| Thomas Edward Kemler | Registered representative | CFA | Sep 2019 (7y) | |
| Kelly Kristen Griggs | Registered representative | Nov 2020 (6y) | ||
| Ian Tate Kloc | Registered representative | CFP | Aug 2022 (4y) | |
| Sean Michael Pfeiffer | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $245M (100% of AUM) Mar 2026
- Voya Financial $12.1M (8% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗